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DynaTax AI

Chart of accounts

The backbone your accountant expects to find.

Included in: Every paid plan

A real chart of accounts, sized to your entity type — not a fixed list of categories.

Sized to your entity

A sole proprietor and an S-Corp do not need the same accounts, and do not get the same starting set.

Yours to shape

Add, rename and organise accounts. It is your chart, not a fixed category list.

Everything posts through it

Categorization, invoices, bills and journal entries all resolve to a real account.

How it works

  1. 1

    Start from a real chart

    Set up from your entity type rather than a generic list.

  2. 2

    Adjust it

    Add the accounts your business actually uses and retire the ones it does not.

  3. 3

    Use it everywhere

    Every posting picks an account from here, which is what makes the reports work.

Chart of accounts questions

Yes — bring it in with the rest of your books.
Recategorize the transaction; the entry moves with it.

Try chart of accounts free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.